Potential Isssue
If you’ve just imported the snapshot, but the trigger isn’t firing, it may have not been correctly registered in the system yet. This a limitation with the CRM.
To fix this, you can:
- Add a filter to the trigger, then save it (any filter, doesn’t matter).
- Save the workflow.
- Remove the filter or set it up as you desire.
- Save the workflow again.
This will effectively register the trigger so my systems can handle events properly for you.
Getting Started
Once you install the app from the app store, you should have a new trigger available in your workflow builder. There are a few things you need to make sure of before you can use it though:
- Make sure call recordings are enabled in your account. Go to Settings (bottom left), then Phone Numbers, find your number and click the 3 dots, then click on Edit Configuration and check the box that says Call Recording. Lifehack: you can just put a space (” “) in the text area to get rid of the call recording message (not legal advice).
- Make sure call transcripts are enabled on your account. From the Phone Numbers page in Settings, click on Advanced Settings at the top right. From there, choose Voice Calls from the menu, and then check the box to Enable Call Transcription.
Once you’ve done these two things, the trigger should work just as expected. Choose from any of the available filters, and you can use it for any workflow you’d like!
For more documentation, please refer to 
Import Snapshot
Agency Level Installation: Agency Snapshot
Here’s an article on how you can use this snapshot for all of your clients: How to duplicate a workflow to all sub-accounts
Now that you’ve installed the app, you should be able to import this snapshot and use it.
When you install this snapshot, be careful to only import the workflows!
There is a dashboard, and a few custom (default) fields that can’t be removed. If you import these extra components it may mess up your sub-account configuration.
If you have any touble with importing or setting up your snapshot, feel free to let me know or book a call.
Just note that without the proper permissions, it may not let you import the sub-account snapshot.
Functionality Overview
The way this app works is by grabbing the natively generated call transcript from completed calls, and passing them off to your workflow.
This allows you to pass that transcript to ChatGPT in order to generate a call summary, determine the quality of the lead, conditionally add tags, grade the performance of the salesperson, and more.
Here is a video showing how it works to generate a basic call summary:
I’ve listed some example workflows that use this app in order to solve all sorts of business problems.
Workflow Trigger
Call Transcript Completed
This trigger waits until a call is completed on the account, then tries to grab the transcript.
If a transcript is available, it will format all the values below and invoke all of your workflows that have this trigger.
Optional Filters (control when the trigger fires)
Filter Name | Filter Type | Possible Values | Description |
Call Direction | Select | Inbound, Outbound | |
Call Duration | Multiselect | Long: 60+ seconds, Medium: 30-60 seconds, Short: <30 seconds | Workaround since you can’t directly filter by the numerical duration |
Recording URL | Text | (any) | Link to the call recording, if available |
Custom Values (to use in your workflow)
Custom Value Name | Data Type | Possible Values | Description |
Message ID | Text | (any) | Internal ID of the message |
Full Transcript | Text | (any) | Formatted transcript, perfect for AI analysis |
Call Duration | Number | (any) | Call duration in seconds |
Call Direction | Text | inbound, outbound | |
Account Talk % | Number | 0-100 | Percentage of total talk time that the user (you) occupied |
Contact Talk % | Number | 100-0 | Percentage of total talk time that the contact occupied |
Recording URL | Text | (any) | Link to the call recording, if available |
Example Transcript
As you can see below, the native transcripts deliver a highly reliable breakdown of who was speaking, and at what time. This makes the transcript far more useful when it comes to AI (or even human) analysis.
0:00 => Account:
Hey there, is this the owner?
0:05 => Contact:
...Yes, this is he? What can I help you with?
0:12 => Account:
Well your GMB listing sucks balls ...so I thought I might be able to help you grow your account, ...would you be interested in that?
0:34 => Contact:
No, no. ...Please never call this number again.
Speaker Talk Times
The speaker talk time percentages should always add up to 100 (as in 100%).
This is a new feature with this app using the native transcripts, since it wouldn’t be possible with the limitations of a third-party transcription.
I included it because I think it’s useful for sales people or sales managers to be able to see how long each person is speaking for.
If you’re not aware, as a salesperson your goal should not be to dominate the conversation. You at least want to be below 50% of the total speaking time.
Example Workflows
Generate a Call Summary
This is perhaps the default and introductory use-case for this app.
View the guide here: How to create a call summaries workflow
Evaluate Lead Quality
This is quite a fun workflow to build! A little bit more finicky than the call summaries, but also potentially much more valuable!
View the guide here: How to use AI to see if a lead booked
Grade Sales Performance
I haven’t built a wokflow for this yet, because nobody has asked me about it. If you are looking to do this, please get in touch!
I’d just need a few sample phone calls and your guidance to dial in the prompt.
Frequent Questions
Do you offer custom development work?
Should I install your app at the agency level or location level?
What’s your support like?
How do I install your app?
Do you offer a free trial?
Can I request a feature or product?
Are there any usage limits on your apps?
Can I use your app on multiple accounts?
How do I uninstall the app?
Need to Get in Touch?
If you have any questions, concerns, or ideas, I’d love to hear them!
Visit the page below to book a call or get in touch right away.